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Detailed Report
Steven Lynn Halverson
STEVEN LYNN HALVERSON
CRD#: 1915634
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 5690 MONONA DR
MONONA, WI 53716
Registration History
19901995200020052010201520202025IAEDWARD JONES (CRD# 250)1998 - Present (27 years)BEDWARD JONES (CRD# 250)1989 - Present (36 years)
License(s)

State Registrations

B
Alaska 4/16/2021
B
Minnesota 6/13/2005
B
Arizona 7/15/1998
B
Montana 7/1/2004
B
California 4/10/1995
B
Nebraska 11/10/2021
B
Colorado 8/19/1996
B
Nevada 4/24/2006
B
Connecticut 10/9/2024
B
New Mexico 10/2/1997
B
Florida 5/23/1995
B
Ohio 1/25/2005
B
Georgia 3/6/2012
B
Oregon 6/6/2023
B
Idaho 1/25/2007
B
South Carolina 6/7/2006
B
Illinois 3/27/1991
B
Tennessee 6/17/2024
B
Indiana 10/16/2009
B
Texas 3/17/2003
B
Iowa 4/21/1989
IA
Texas 2/20/2019
B
Kentucky 10/22/1993
B
Washington 1/26/2018
B
Maryland 1/5/2002
B
Wisconsin 2/17/1989
B
Massachusetts 11/3/1997
IA
Wisconsin 3/10/1998
B
Michigan 1/11/2000

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
5690 MONONA DR, MONONA, WI 53716
Registered with this firm since 3/10/1998
B
EDWARD JONES (CRD#:250)
5690 MONONA DR, MONONA, WI 53716
Registered with this firm since 2/7/1989
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.